Following are some list of plans of Sundaram Mutual Fund according to Equity:

Sundaram select Mid Cap Sundaram select Focus Sundaram Growth Fund Sundaram Equity Plus Sundaram Rural India Sundaram Tax Saver Sundaram Balance Fund Sundaram Global Advantage Fund Sundaram Energy opportunities Sundaram Financial Services opportunities Sundaram Entertainment opportunities

Sundaram PUS opportunities

SUNDARAM TAX SAVER

Fund Objective: The objective of the scheme is to achieve capital appreciation by investing in diversified stocks that are generally termed as midcaps. Positioning : Multi-Cap (Large-Cap Bias) Overview: A diversified portfolio to optimize value by investing across cap curve and sectors. The fund will invest in stocks across market-cap categories with a sizeable allocation to large caps. Stocks are chosen with a three-to-five year perspective, as fund strives to pursue potential ideas from an early stage. An investment of up to Rs 1 lakh in this fund is eligible for deduction under Section 80 C, as per prevailing laws. Asset Allocation:

Scheme/Instrument

% of the investible funds (indicative)

Risk Profile
Medium to High Low to Medium Low to Medium

Equity & Equity-linked 80-100% Instruments Corporate and PSU Bonds Up to 20% Money Market Up to 20% Instruments

SUNDARAM GROWTH FUND:

Fund Objective: To achieve capital appreciation by investing predominantly in equities and equity-related instruments. Income Generation would be the secondary consideration. Positioning : Diversified Large-Cap Fund Overview: Diversified large-cap fund (An index-plus fund) The fund will hold 35-40 stocks and is benchmarked to BSE 200 Generate index-plus return without taking excessive risks under normal circumstances Not much sector deviant bets and no big cash calls The fund follows a bottom-up approach and will invest up to 25% in mid cap stocks if required Asset Allocation:

Scheme/Instrument
Equity & Equity-linked instruments(including investment in derivatives) Money Market Securities

% of the investible funds (indicative)

80% - 100%

Risk Profile
High

Up to 20%

Low